Foreign analysts are also going wild.

NVIDIA’s Q2 earnings exceeded expectations, and the company issued guidance forecasting a 70% revenue increase by 2028. Raymond James (an investment firm) raised its price target for NVIDIA to $550, prompting multiple institutions to follow suit with upward revisions. Yes—NVIDIA is poised to challenge its previous all-time high; however, after hitting a new high, a pullback is inevitable. Even the strongest stocks must undergo a downward daily-segment correction. I do not doubt NVIDIA’s long-term growth potential—but blindly shouting ‘more than doubling’ in valuation is either naive or malicious. Regarding the tech sector—the core theme of Xiao Ai’s strategy—we must reiterate: the thematic classification remains unchanged, and the plan stays intact. Do not force a narrative of ‘another takeoff’ merely because of a minor rebound. This isn’t me being repetitive: I elaborated extensively yesterday, yet many comments still show clear disregard. I. Market Overview Total market turnover today stood at RMB 2.12 trillion—unchanged from yesterday. Of all listed stocks, 3,013 closed higher; the median stock gain was +0.22%. Once again, the tech sector led the decline. Today’s top-performing sector was chemical fibers—a sector still in an ongoing upward daily segment; making new highs is inevitable. However, for those who haven’t entered yet, no new entry opportunity exists here. Today’s worst-performing sector was semiconductors—still in an unfinished downward daily segment. Do not jump back and forth impulsively just because of low-level fluctuations. II. Key Developments Today 1. Domestic refined oil prices increased: filling a 50L tank now costs RMB 14.5 more Effective 24:00 on August 28, domestic gasoline and diesel prices rose by RMB 375 and RMB 360 per ton, respectively. The price of 92-octane gasoline increased by RMB 0.29 per liter—adding RMB 14.5 to fill a standard 50L tank. Crude oil remains in a pending upward daily segment; the corresponding 30-minute consolidation zone is weakening progressively, shifting our focus toward identifying Type-I, Type-II, and Type-III buy/sell points. 2. U.S. tungsten scrap export ban takes effect—tungsten prices remain strong The Trump administration’s export ban on tungsten scrap and battery shreddings has officially taken effect. Domestic U.S. tungsten production capacity is nearly paralyzed. U.S.-listed tungsten mining stocks surged this month, and global tungsten prices remain robust amid prior export controls. However, related concepts tracked by Xiao Ai remain near historical highs—and their correction remains incomplete. 3. Fed Chair Powell’s Jackson Hole debut tonight—markets await policy signals Fed Chair Powell will deliver his inaugural speech at the Jackson Hole symposium tonight. With inflation still above target, markets are closely watching for policy cues. A hawkish tone would weigh on A-share growth stocks; a dovish one would boost risk appetite. III. Action Guide Tech Sector: For those who have fully exited positions, wait until the downward daily segment concludes before re-entering.

Raymond James: Upgrades Arrow Electronics (ARW.US) rating.

Raymond James upgraded Arrow Electronics (ARW.US) from “Market Perform” to “Outperform,” setting a target price of $150.00. Arrow Electronics, Inc. overview: Arrow Electronics, Inc. is a global provider of products, services, and solutions for industrial and commercial electronic components and enterprise computing solutions. Its operations are divided into two segments: Global Components and Global Enterprise Computing Solutions. The Global Components segment handles marketing and distribution of electronic components and delivers a suite of value-added capabilities—including design engineering—across the full lifecycle of technology products and services. The Global Enterprise Computing Solutions segment provides computing solutions and services, including data center, cloud, security, and analytics solutions. The company was founded in 1946 by Robert W. Wentworth and John C. Waddell, and is headquartered in Centennial, Colorado, USA.

Raymond James raises Methanex stock price target on pricing strength

5 days ago

Raymond James raised its price target for Methanex to $72, citing stronger-than-expected methanol pricing amid Middle East supply disruptions. The firm anticipates improved free cash flow will support accelerated deleveraging and potential share buybacks.

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